KBK Wealth Management

KBK Wealth Management

Financial Services 28 West 44th Street 15 employees
Employees
15
Contacts
4
Emails
4
Phones
3

KBK Wealth Management Overview

Headquarters
28 West 44th Street
Website
kbkwealth.com
Industry
Financial Services
Employees
15
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About KBK Wealth Management

KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. We deliver professional wealth management with a unique integration of tax and financial planning strategies. These strategies are designed to provide clients the one-stop shopping needed to act quickly and expertly when making decisions that will affect them now and into the future. Our seasoned management team has a deep understanding of our clients concerns. We bring an entrepreneurial spirit and vision to help offer solutions, take advantage of investment opportunities, and optimize benefits to help clients move forward confidently in achieving their financial goals. This communication is strictly intended for individuals residing in the states of CA, CT, DC, FL, GA, MA, MD, NJ, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, www.finra.org, www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by KBK Wealth Management, LLC are separate and unrelated to Commonwealth. KBK Wealth Management, LLC, 28 West 44th Street, Suite 1200, New York, NY 10036 212.944.8504. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.

KBK Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

KBK Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Alan Brachfeld Financial Advisor, Partner Kbk Wealth
Email Phone
Richard Kass Partner at Kbk Wealth Management - 28
Email Phone
Jeff Feinstein Wealth Management - Financial Planning
Email Phone
Sviatlana Maslava, Mba Registered Client Service Associate.
Email

Employees by Management Level

Individual contributor 6 profiles
Executive 2 profiles
Associate / junior 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1

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